We build, execute and monitor life plans for our clients that answer these three questions: - What life do I want to live? - Do I have the resources to live that life? - Am I prepared for life’s surprises?As a Fee-Only, full-time fiduciary, we answer these questions with the best interest of our clients in mind.
What life do you want to live?
As life happens, your priorities change. We listen, learn, anticipate and respond to your changing priorities. Family relationships, values, career advancement, entertainment, and philanthropy are some of the key components to consider in your plan.
Do you have the resources to live that life?
Your plan must be monitored and tested on a regular basis as you reach milestones and as your financial picture changes. We provide dedicated CERTIFED FINANCIAL PLANNER™ (CFP®) Professionals that are your personal planners. Their only job is to make sure your plan remains on track and they help you make the tough decisions to keep it on track or change your plan.
Are you prepared for life’s surprises?
Some things we cannot foresee: divorce, death of a spouse, lost job, market crash, inheritance, new love, etc. Is your plan prepared for these surprises? TFA builds life plans and partners with you so that you can weather the surprises in your life.
How do you rebuild after a major life change? Download our ebook to get ideas and practical tips for women re-envisioning life after transition.
Luncheon reviews the state of business, education and community around Greensboro and Guilford County through a series of speakers around a particular topic. This event attracts senior level business and community executives in Greensboro. The 2017 theme will be centered around the question: Why do companies choose to locate or expand their businesses in Greensboro? Here is an opportunity to see all of the great things happening in Greensboro that make it a growing and vibrant community. 8/30/17 | 11:45-1:30 EST - Details
READY FOR THE INVESTMENT REVOLUTION? Join us for Nobel Prize-winning ideas that everyone should know!
- Turn financial science into financial security
- Finally understand the stock market
- Unveil the secrets of Wall Street
9/12/17 | Two sessions: 1:00–2:30 or 5:30–7:00 p.m. Details
The March of Dimes Signature Chefs Auction is a gourmet extravaganza and auction, which pays tribute to some of the finest chefs and restaurants in the area. These outstanding participants will prepare a culinary array of their unique specialties for event guests. In addition, live and silent auctions will offer a variety of items, including travel, entertainment and dining packages. Details
The Women to Women Initiative of the Community Foundation of Greater Greensboro (CFGG) has announced actress Andie MacDowell as the featured speaker for their annual celebration luncheon. The event is slated for Monday, October 16, at the Koury Convention Center in Greensboro. Details
The Alzheimer's Association Walk to End Alzheimer's® is the world's largest event to raise awareness and funds for Alzheimer's care, support and research. Held annually in more than 600 communities nationwide and 14 locations in our region, this inspiring event calls on participants of all ages and abilities to reclaim the future for millions. Details
This course covers retirement risks, investments, retirement plans, asset allocation, retirement income, insurance, and estate planning. Patrick Rush, CFP®, and CEO of TFA is the primary instructor of Retirement 101 offered at Greensboro College, Greensboro, NC. Pre and post-retiree attendees attending the course will gain impactful and objective education as well as knowledge of key terms, strategies and concepts that may be important for a more successful retirement.
Dates: Wednesday (3 sessions) on 10/25, 11/1, and 11/8, from 6pm-8:30pm
Saturday (2 sessions) on 11/4 and 11/11 from 9:15am – 1pm